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Cinderella science or underappreciated source of alpha?
Join Euan Munro, CEO Aviva Investors and senior investment experts for an in-depth discussion about the importance of portfolio construction across the asset class spectrum.
Aviva Investors House View: Finding the new ‘normal’
Join Stewart Robertson, Senior Economist, and Shane O’Brien, Senior Investment Director, Multi-Asset, as they discuss Q3 House View and the possible scenarios for how the pandemic plays out from here. They will explore other themes that could influence economic and market outcomes, including competition between the US and China as well as the upcoming US presidential elections and their potential impact across asset classes.
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Is Emerging Market Debt a lost cause or a case for optimism?
Join Aaron Grehan, EMD Portfolio Manager, Carmen Altenkirch, EM Sovereign Analyst and Thomas Dillon, ESG Macro Analyst as they explore the stark differences in risk/reward across asset classes, the risks of social unrest and potential impending wave of debt restructuring/relief, and how ESG analysis is critical to helping find resilient opportunities.
The year of living dangerously: Don't fight the central bankers
Join our High Yield portfolio management team as they discuss the impact of the expected wave of rating downgrades during the coronavirus crisis, the record monthly inflows and where there might be opportunities for investors to take advantage.
Bucketing credit managers: A herd mentality
Join Josh Lohmeier, Head of US Credit, and Rachel Harris, Head of Credit Investment Specialist, as we categorise the US investment grade universe into six style buckets. We will review the impact of their philosophies have on their portfolios, and how they tend to perform in different market environments.
What role will real assets play in reigniting the global economy?
Listen to our roundtable discussion with our heads of real estate, infrastructure, private debt and asset management, as they discuss what’s in store for real assets.
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